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McCollum Christoferson Group’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

McCollum Christoferson Group’s Portfolio STPZ Stock Details STPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,690
Closed -$201K – 72
2022
Q1 		$201K Hold
3,690
– – 0.05% 73
2021
Q4 		$204K Hold
3,690
– – 0.05% 74
2021
Q3 		$202K Hold
3,690
– – 0.05% 75
2021
Q2 		$203K Sell
3,690
-625
-14% -$34.4K 0.05% 73
2021
Q1 		$237K Hold
4,315
– – 0.06% 68
2020
Q4 		$234K Sell
4,315
-130
-3% -$6.99K 0.06% 65
2020
Q3 		$240K Sell
4,445
-100
-2% -$5.37K 0.07% 69
2020
Q2 		$242K Sell
4,545
-1,160
-20% -$61.1K 0.08% 61
2020
Q1 		$295K Buy
5,705
+395
+7% +$20.6K 0.12% 58
2019
Q4 		$278K Sell
5,310
-40
-0.7% -$2.09K 0.09% 59
2019
Q3 		$281K Hold
5,350
– – 0.1% 59
2019
Q2 		$282K Hold
5,350
– – 0.1% 60
2019
Q1 		$277K Sell
5,350
-195
-4% -$10K 0.1% 63
2018
Q4 		$282K Sell
5,545
-60
-1% -$3.06K 0.12% 59
2018
Q3 		$288K Sell
5,605
-302
-5% -$15.5K 0.11% 63
2018
Q2 		$306K Sell
5,907
-500
-8% -$25.8K 0.12% 63
2018
Q1 		$333K Buy
6,407
+20
+0.3% +$1.04K 0.14% 61
2017
Q4 		$332K Buy
+6,387
New +$333K 0.14% 62

Other funds holding STPZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

McCollum Christoferson Group's STPZ Position: Q2 2022 in Review

McCollum Christoferson Group sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2022, closing a stake of 3,690 shares — an estimated $201K sold.

McCollum Christoferson Group first reported a position in STPZ in Q4 2017 and held it in 18 quarters. The position peaked at $333K in Q1 2018. 149 funds tracked by Wall St. Rank hold STPZ as of Q2 2022.

  • McCollum Christoferson Group reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
  • McCollum Christoferson Group sold 3,690 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2022, an estimated $201K.
  • McCollum Christoferson Group first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2017 and held it in 18 quarters.
  • McCollum Christoferson Group's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $333K in Q1 2018.
  • 149 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2022.

Based on McCollum Christoferson Group's 13F filing for Q2 2022, filed 10 Aug 2022.